Cloud
Field Service Cloud
9 capabilities, from 356 tasks. Open one to see what you get and how MeshMesh does it.
356 tasksMap
Field Service Cloud capabilities
Field Service CloudConfigure Field Service Org Foundation133 tasksBuild Field Service Data Capture Flows52 tasksConfigure Field Service Dispatch Operations50 tasksConfigure Salesforce Scheduler Appointment Booking40 tasksDiagnose Field Service Scheduling Errors39 tasksBuild Agentforce Field Service Agents24 tasksConfigure Field Service Mobile App24 tasksConfigure Field Service Work Orders20 tasksConfigure Field Service Asset Management16 tasks
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Field Service Cloud
Field Service Cloud
- Configure Field Service Org FoundationA user gets an org ready for Field Service: permissions, territories, service goals and scheduling policies, the dispatcher console, and baseline or demo data to work with.133 tasks
- Build Field Service Data Capture FlowsTechnicians get mobile forms that capture work details on the job, with photo, voice and picklist inputs, tied to work orders, assets and service appointments.52 tasks
- Configure Field Service Dispatch OperationsThis capability sets up service territories, service resources, shifts and the dispatcher console so a team can dispatch work day to day.50 tasks
- Configure Salesforce Scheduler Appointment BookingGet Salesforce Scheduler ready to take bookings. The work covers work type groups, resources and availability, appointment data, and the confirmation and invitation emails customers receive.40 tasks
- Diagnose Field Service Scheduling ErrorsFind out why scheduling, candidate search, time slots or optimization fail in Field Service or Salesforce Scheduler, and get either a fix or a clear workaround.39 tasks
- Build Agentforce Field Service AgentsGet working Agentforce agents and actions for Field Service scheduling, rescheduling and dispatch, usually in a demo org, with the supporting data, flows and access in place.24 tasks
- Configure Field Service Mobile AppGet the Field Service mobile app ready for technicians: the data they see, the flows and screens they use on site, maps, and access to Agentforce in the app.24 tasks
- Configure Field Service Work OrdersGet a Field Service org ready to run work, with work orders, service appointments and travel tracking set up and tested. Part of the Field Service Cloud overview.20 tasks
- Configure Field Service Asset ManagementSet up assets, asset statuses, warranties, maintenance plans and service history so a field service team can track its equipment.16 tasks